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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,899 | $65,453-37.5% | $86,691-52.8% | $66,930-38.9% |
| Participation rate | 84.1% | 75.5%+8.7pp | 76.6%+7.5pp | 69.8%+14.3pp |
| Annual return | -7.12% | -10.89%+3.8pp | 35.94%-43.1pp | 1.57%-8.7pp |
| Employer contribution / active EE | $272 | $2,154-87.4% | $2,837-90.4% | $2,545-89.3% |
| Participant deferral / active EE | $3,040 | $4,102-25.9% | $4,656-34.7% | $4,238-28.3% |
| Admin fee / account holder | $6,131 | $642+855.2% | $7,492-18.2% | $593+933.1% |